THE SCHOLARSHIP FOUNDATION AT ARCHIE WILLIAMS HIGH SCHOOL (EIN 946128953) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1968

Legal Domicile

Principal Officer

ALEX THOMAS

Phone

4153079497

Tax Period

2025-01-01 to 2025-12-31

THE SCHOLARSHIP FOUNDATION AT ARCHIE WILLIAMS HIGH SCHOOL, founded in 1968, is a small nonprofit that reported $271K in total revenue in fiscal year 2025. The organization ran a surplus of $200K, a strong 74% operating margin.

Mission

Scholarship for graduating High School seniors for post secondary education either college or technical school

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $70,488

Program Service Revenue $0

Investment Income $200,493

Other Revenue $0

TOTAL REVENUE $270,981

Expense Breakdown

Grants Paid $61,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $70,488

Other Expenses $8,988

TOTAL EXPENSES $70,488

Year-over-Year Comparison

	2025	2024	Change
Revenue	$270,981	$275,754	0.0%
Expenses	$70,488	$69,123	+0.0%
Net Income	$200,493	$206,631	0.0%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✗ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kevin Shea	Board Member	1	Director	$0	$0	$0
Greg Davison	Board Member	1	Director	$0	$0	$0
Cheryll Keast	Board member	1	Director	$0	$0	$0
LIZ KOLCUM	member	1	Director	$0	$0	$0
Judy Agnew	Boared member	1	Director	$0	$0	$0
Lisa Neiumairwe	BOARD MEMBER	2	Director	$0	$0	$0
CAROLYN VAVERK	SECRETARY	2	Officer	$0	$0	$0
Alex Thoma	President	3	Officer	$0	$0	$0
Timothy Bahmann	VICE PRESIDENT	3	Officer	$0	$0	$0
Katherine Renick	Treasurer	3	Key Emp	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$270,981	$70,488	$1,737,652	$200,493
2024	$275,754	$69,123	$1,535,794	$206,631
2023	$217,744	$70,212	$1,330,252	$147,532
2022	$69,123	$65,960	$1,178,468	$3,163
2021	$213,535	$69,304	$1,311,146	$144,231
2020	$104,710	$69,595	$1,167,176	$35,115

THE SCHOLARSHIP FOUNDATION AT ARCHIE WILLIAMS HIGH SCHOOL